13 Oct I Lost My Job. Can I Tap into Retirement Funds without Penalty?
If you don’t understand the tax and penalties BEFORE you withdraw, you’re going to end up with a lot LESS money than you expected. ...
Author: BRIAN NEFF
23 Sep 8 Steps to Navigate the Homeowner’s Insurance Claim Nightmare
On top of dealing with damage to your home, now you must deal with the homeowner’s insurance claim nightmare process. Learn about the process and how to make it easier....
07 Jul #1 401(k) Rollover Mistake to Avoid
Want to keep more of your hard-earned money? Make sure you avoid this #1 401(k) rollover mistake at all costs. ...
30 Jun Annuities Exposed: Variable Annuities [Buyer BEWARE?]
Know the facts about variable annuities so you don’t get locked into a contract that costs you way more than you bargained for. ...
16 Jun Fiduciary vs. Suitability Advisors: What’s the Difference?
Fiduciary vs. suitability advisors: Do you know the difference? The differences between the two may wind up costing you and your investments, so choose wisely....
02 Jun SPIAs Explained: How to Get Money for Life
SPIAs allow you to turn savings into guaranteed monthly payments that can last the rest of your life. They can be a great retirement tool, but they aren’t a right fit for everyone. ...
17 Jan 9 Reasons to Not Buy an Annuity
Posted at 04:04h
in Annuities, Fixed Annuities, Index Annuities, MYGAs, SPIAs, Variable Annuities
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Annuities can be excellent investment vehicles for certain investors. However, there are several reasons not to buy an annuity you need to be aware of before you sign on the dotted line....
11 Jan 27 Questions to Ask before Purchasing a Life Insurance Policy
Having a solid understanding of life insurance, why you need it, and the different types available to you can help you better plan for your family’s long-term financial needs....
16 Dec Can I Really Sell My Life Insurance Policy?
Purchasing life insurance is one of the biggest financial purchases you make, but are you stuck with it forever? Can you actually sell a life insurance policy if you don’t want or need it anymore? ...
19 Nov 19 Tips to Winterize Your Home
If you winterize your home, you are more likely to receive insurance coverage for any winter damage your home sustains. Use this checklist to prepare your home for whatever may come this winter. ...
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